Matthew Phillip Karlson
Professional Summary
Matthew Phillip Karlson is a registered financial advisor currently at SSG CAPITAL ADVISORS, LLC located in West Conshohocken, Pennsylvania. Matthew is registered as a RR (Registered Representative) and started their career in finance in 1999. Matthew has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
SSG CAPITAL ADVISORS, LLC
Contact Information
Main Address
300 Barr Harbor Drive, Suite 420, West Conshohocken, PA 19428Mailing Address
300 Barr Harbor Drive, Suite 420, West Conshohocken, PA 19428Phone Number
(610) 940-5804Established
Pennsylvania since 03/19/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (9 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(4/23/2010)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Phillip Karlson's CRS (Customer Relationship Summary).
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